Key Points Nvidia (NASDAQ: NVDA) isn’t just a company that designs GPUs and products that support its hardware ecosystem; it also has an investment wing. While its portfolio of outside holdings is not as big as some companies hold, it is sizable, and taking note of what Nvidia owns is a smart strategy, because it … Read more
This 150% Run Is Just the Beginning
The whipping post
Listen to the audio version of this article (generated by AI). The AI trade shifts to CPUs… Luke Lango with a batch of AI stocks to consider… Jonathan Rose eyes a Canadian oil squeeze … Louis Navellier is positioning for the Warsh Era If you acted on our March 19 Digest and jumped into Intel … Read more
Microsoft Stock: Buy, Sell, or Hold?
The whipping post
Key Points Azure’s constant-currency growth has been essentially flat for three straight quarters. Microsoft’s commercial backlog grew just 26% year over year when excluding OpenAI. Calendar 2026 capital expenditures are expected to reach roughly $190 billion. 10 stocks we like better than Microsoft › Shares of Microsoft (NASDAQ: MSFT) have had a difficult year so … Read more
The Smartest Stocks to Buy With $1,000 in May
Key Points You don’t need to turn over a bunch of rocks trying to find the next big stock no one has ever heard of before. In fact, often, sticking to tried-and-true leaders can be the best way to go. If you have $1,000 to buy some stocks this month, two you can buy right … Read more
Amazon CEO Andy Jassy Thinks This New Mega-Business Is Like AWS. Here's Why Investors Should Be Paying Attention.
Key Points What are the smartest business moves of all time? Amazon‘s (NASDAQ: AMZN) decision to expand into cloud services has to rank near the top of the list. Amazon Web Services (AWS) now has an annualized revenue run rate of $150 billion. It generates nearly 60% of Amazon’s total operating income. Now, Amazon could … Read more